Visionary Horizons’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Visionary Horizons’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23M	Sell	376,240 -13,603	-3%	-$851K	9.16%	2
2026 Q2	$23.7M	Buy	389,843 +1,030	+0.3%	+$61.6K	9.9%	2
2026 Q1	$22M	Sell	388,813 -53,211	-12%	-$3.09M	10.84%	2
2025 Q4	$25.1M	Sell	442,024 -737	-0.2%	-$41.4K	12.99%	2
2025 Q3	$24.5M	Buy	442,761 +3,728	+0.8%	+$201K	13.67%	2
2025 Q2	$23M	Sell	439,033 -5,831	-1%	-$291K	14.54%	2
2025 Q1	$22.7M	Sell	444,864 -23,924	-5%	-$1.24M	16.01%	2
2024 Q4	$24M	Buy	468,788 +41,442	+10%	+$2.21M	15.73%	2
2024 Q3	$22.6M	Buy	427,346 +39,804	+10%	+$2.03M	15.11%	2
2024 Q2	$18.9M	Sell	387,542 -31,846	-8%	-$1.56M	13.82%	2
2024 Q1	$20.1M	Buy	419,388 +16,098	+4%	+$767K	15.6%	2
2023 Q4	$18.8M	Buy	+403,290	New	+$17.4M	15.25%	1

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Visionary Horizons's SPYV Position: Q3 2026 in Review

Visionary Horizons reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.5% in Q3 2026, selling an estimated $851K and leaving 376,240 shares worth $23M. The position accounts for 9.16% of the portfolio, ranked #2.

Visionary Horizons first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.1M in Q4 2025. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Visionary Horizons held 376,240 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23M as of Q3 2026.
Visionary Horizons sold 13,603 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $851K.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.16% of Visionary Horizons's portfolio in Q3 2026, its #2 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25.1M in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.